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Hyster-Yale Materials Handling

118 hedge funds and large institutions have $388M invested in Hyster-Yale Materials Handling in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% less ownership

Funds ownership: 59.74%59.55% (-0.19%)

8% less funds holding

Funds holding: 128118 (-10)

22% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 46

31% less capital invested

Capital invested by funds: $565M → $388M (-$177M)

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

72% less call options, than puts

Call options by funds: $332K | Put options by funds: $1.18M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
118
Holders Change
-10
Holders Change %
-7.81%
% of All Funds
2.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
36
Reduced
46
Closed
22
Calls
$332K
Puts
$1.18M
Net Calls
-$845K
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
101
Thompson Siegel & Walmsley
Virginia
$21K
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$17K
Canada Life
103
Canada Life
Manitoba, Canada
$13K -$15.7K -255 -49%
CA
104
Clearstead Advisors
Ohio
$10K
HNB
105
Huntington National Bank
Ohio
$10K
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$8K -$430 -7 -4%
WT
107
Whittier Trust
California
$8K
CWP
108
Concord Wealth Partners
Virginia
$6K -$6.39K -104 -45%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$6K
S
110
SignatureFD
Georgia
$5K +$5.47K +89 +989%
Osaic Holdings
111
Osaic Holdings
Arizona
$4K -$3.32K -54 -39%
US Bancorp
112
US Bancorp
Minnesota
$4K +$123 +2 +3%
EWA
113
Evolution Wealth Advisors
Florida
$4K +$4.3K +70 New
IA
114
IFP Advisors
Florida
$3K
QCG
115
Quadrant Capital Group
Ohio
$3K
CCA
116
Column Capital Advisors
Indiana
$1K
MCM
117
Manchester Capital Management
Vermont
$1K +$1.72K +28 New
HA
118
Heartland Advisors
Wisconsin
-$5.97M -81,781 Closed
DRZID
119
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.51M -75,499 Closed
ER
120
EVR Research
Virginia
-$4.93M -67,500 Closed
PSC
121
Prentiss Smith & Co
Vermont
-$4.18M -57,252 Closed
LSV Asset Management
122
LSV Asset Management
Illinois
-$1.71M -23,490 Closed
VRS
123
Virginia Retirement Systems
Virginia
-$635K -8,700 Closed
SFI
124
Susquehanna Fundamental Investments
Pennsylvania
-$602K -8,255 Closed
AllianceBernstein
125
AllianceBernstein
Tennessee
-$336K -4,598 Closed